Portfolio
Q3 2026 dividend portfolio review: AI profits + a new stock
After a positive quarter, I've tweaked the portfolio to lock in some gains and (hopefully) benefit from the superior value on offer in some of my more unloved holdings.
Portfolio
Discussion of the performance and characteristics of my quality dividend model portfolio.
Portfolio
Sept '26 dividend portfolio update: 1 sell, 1 top slice, 1 buy & 3 top ups
I review results from five of my portfolio companies and detail a number of trades planned for the end of the quarter, including one buy and one full sale and one top slice.
Portfolio
August '26 dividend portfolio update: mixed views + the next stock I'm selling
August brought portfolio results from a FTSE 100 financial that's attracting mixed views from analysts and a FTSE 250 firm that's flying high. I review both results and explain why I've decided to sell one of my oldest holdings.
Portfolio
July '26 dividend portfolio update: quality at a reasonable price + takeover action
July brought a second FTSE 100 takeover offer in my portfolio, a major acquisition by one of my financial stocks and a reassuring set of results from an AIM dividend stock I added recently.
Portfolio
2026 half-year dividend portfolio review: better than I expected
A strong Q2 has reversed my Q1 losses and left my portfolio ahead of the FTSE 100 so far this year. In this review I summarise recent performance and discuss changes to the portfolio during the second quarter.
Portfolio
June '26 dividend portfolio update: takeovers, turnarounds & transitions
June saw at least one FTSE 100 takeover in my dividend portfolio - possibly two. Company results were restricted to five of my small caps, with one issuing an unfortunate profit warning.
Portfolio
May '26 dividend portfolio update: what I'll be buying and selling in June
In this report I review the latest results from three my FTSE 100 dividend stocks and share details of three portfolio trades I'm planning for June.
Portfolio
April '26 dividend portfolio update: 2 possible takeovers plus reassuring trading updates
News from my UK dividend share portfolio in April included one upgrade, one downgrade and two possible takeover offers.
Portfolio
Q1 2026 dividend portfolio review: a poor start
My portfolio underperformed the FTSE 100 during the first quarter but dividend income remains stable and the portfolio's quality and valuation metrics remain good, in my view.
Portfolio
Mar '26 dividend portfolio update: 3 top ups, 5 results & 34% of my portfolio
5 of my dividend portfolio stocks reported in March, including two with 9%+ yields and two internationally-respected market leaders. To reflect my view on valuation and outlook, I've decided to top up three of these positions.
Portfolio
Feb '26 dividend portfolio update: dependable quality + turnaround progress
Four of my model portfolio stocks reported in February, including two high-quality consumer firms, a financial with an 8% dividend yield and an interesting AIM turnaround.
Portfolio
Jan '26 dividend portfolio update: a promising start to 2026
In the absence of any results statements for January, I review trading updates from seven of my income stocks, including upgrades from two FTSE 250 firms and two small caps with 8% dividend yields.